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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
501
Golden State Wealth Management
California
$2.3K – – –
WIM
502
Westside Investment Management
California
$2.23K – – –
TCOT
503
Trust Company of Toledo
Ohio
$2.21K – – –
KG
504
Kilter Group
New York
$2.16K -$621 -41 -20%
SGK
505
Steigerwald Gordon & Koch
Virginia
$2.14K – – –
AFC
506
Ares Financial Consulting
California
$2.05K – – –
PWA
507
Provenance Wealth Advisors
Florida
$2.04K – – –
TCM
508
Triumph Capital Management
Colorado
$2K – – –
KFG
509
Kingdom Financial Group
Arizona
$1.98K – – –
MWPCG
510
Measured Wealth Private Client Group
New Hampshire
$1.98K – – –
BWM
511
Benson Wealth Management
Tennessee
$1.88K – – –
IAS
512
IMA Advisory Services
Colorado
$1.85K – – –
WAS
513
Winch Advisory Services
Wisconsin
$1.84K – – –
RWS
514
Retirement Wealth Solutions
Wisconsin
$1.84K -$2.53K -167 -55%
PWA
515
Principia Wealth Advisory
Texas
$1.82K -$333 -22 -14%
JFGIW
516
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.8K – – –
WA
517
Whipplewood Advisors
Colorado
$1.76K -$9.7K -640 -83%
EWM
518
Evolution Wealth Management
Florida
$1.67K – – –
BLC
519
Brown, Lisle/Cummings
Rhode Island
$1.59K – – –
MG
520
Mather Group
Illinois
$1.59K – – –
CFS
521
CGC Financial Services
Oregon
$1.56K – – –
OC
522
Oakworth Capital
Alabama
$1.56K – – –
CFM
523
Cornerstone Financial Management
Massachusetts
$1.53K – – –
CFSG
524
Community Financial Services Group
Vermont
$1.48K – – –
APFP
525
Action Point Financial Planning
Michigan
$1.48K +$1.71K +113 New